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Codat MCP by usefulapi

Codat MCP by usefulapi

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usefulapi.ioFinance0Updated today

About Codat MCP by usefulapi

A hosted MCP server for querying unified Codat accounting data from MCP clients. It provides read access to company records and financial data, plus selected company, connection, and refresh operations.

Key features

  1. 01Read company profiles and connections
  2. 02Retrieve invoices, bills, and payments
  3. 03Access accounting transactions and statements
  4. 04Create companies and data connections
  5. 05Queue full or dataset refreshes

Use cases

  1. 01Review invoices and bills across connected accounting data
  2. 02Inspect balance sheets and cash flow statements
  3. 03Refresh accounting data or create a company

MCP support

Exposes Codat company, connection, accounting, and financial data operations as tools for MCP clients. It is hosted at https://codat.usefulapi.io/mcp and uses OAuth sign-in to collect Codat credentials.

Configuration

Remote servers need no local install. Pick your client, then copy the config or install in one click.

Endpointhttps://codat.usefulapi.io/mcp
Copy install command
Claude CodeTerminal
Cursor.cursor/mcp.json
VS Code.vscode/mcp.json
Claude Desktopclaude_desktop_config.json
Windsurf~/.codeium/windsurf/mcp_config.json

Run commands in a terminal; paste JSON into the client’s MCP config and restart. Servers that need sign-in will prompt on first connect.

Tools

28

This tool takes no parameters.

Details

From the project README

Codat MCP by usefulapi

Read your customers' unified accounting data across QuickBooks, Xero and more from Claude, Cursor, or any MCP client. Hosted, no local install — connect with your Codat API key.

Live endpoint: https://codat.usefulapi.io/mcp · Homepage: https://usefulapi.io/codat

Connect

  • Claude (claude.ai, Desktop): open Customize → Connectors, click + Add → Add custom connector, and paste https://codat.usefulapi.io/mcp.
  • Claude Code: claude mcp add --transport http codat https://codat.usefulapi.io/mcp, then run /mcp to log in.
  • VS Code: Add to VS Code.
  • Cursor and other clients: add the URL as a remote MCP server:
{
  "mcpServers": {
    "codat": {
      "url": "https://codat.usefulapi.io/mcp"
    }
  }
}

Add only the URL. Do not add an Authorization header or an API key to the client config: the server signs you in with OAuth, and the login page asks for your Codat credentials.

Step-by-step setup, where to find your credentials, and FAQ: https://usefulapi.io/codat/

On first connect you'll paste your Codat API key. It's validated, stored per-user, and scoped to you.

Tools

ToolTypeWhat it does
codat_get_profilereadGet account profile
codat_list_companiesreadList companies
codat_get_companyreadGet a company
codat_list_connectionsreadList data connections
codat_get_connectionreadGet a data connection
codat_get_data_statusreadGet data status
codat_get_data_inforeadGet accounting metadata
codat_list_integrationsreadList integrations
codat_list_accountsreadList chart of accounts
codat_list_invoicesreadList invoices
codat_get_invoicereadGet an invoice
codat_list_billsreadList bills
codat_list_bill_paymentsreadList bill payments
codat_list_credit_notesreadList credit notes
codat_list_customersreadList customers
codat_list_suppliersreadList suppliers
codat_list_paymentsreadList payments
codat_list_journal_entriesreadList journal entries
codat_get_balance_sheetreadGet balance sheet
codat_get_profit_and_lossreadGet profit & loss
codat_get_cash_flow_statementreadGet cash flow statement
codat_list_direct_costsreadList direct costs
codat_list_account_transactionsreadList account transactions
codat_requestreadRaw read request
codat_create_companywriteCreate a company
codat_create_connectionwriteCreate a data connection
codat_refresh_all_datawriteQueue a full data refresh
codat_refresh_data_typewriteQueue a single dataset refresh
codat_usage_statusmetaUsage status (free-tier meter)
codat_request_featuremetaRequest a missing feature
codat_upgrademetaUpgrade to Pro (unlimited*)
codat_cancel_subscriptionmetaCancel the Pro subscription

read tools are read-only; write tools mutate data (clients should confirm them); meta tools report usage, manage your subscription or send a feature request.

Pricing

PlanPriceLimit
Free$050 tool calls / month
Pro$9/mo or $90/yr (2 months free)Unlimited*

*Pro has a fair use limit of 10,000 tool calls a month on this server. For more, write to [email protected].

Pro covers this server only. Subscribe with codat_upgrade (it returns a Stripe Checkout link). Cancel any time with codat_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running codat_upgrade before then undoes the cancel. Or write to [email protected].

License

MIT — see LICENSE. Documentation only; the server is hosted.

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